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| Period | |
|---|---|
| Dec 2020: BANR ARDP award | 80/20 DOE cost share under ARDP risk-reduction. BANR is a 75 MWth modular HTGR using TRISO enriched to 19.75%. Company site: work continues under ARDP. |
| Pele (DoD SCO): design print | BWXT-designed transportable microreactor, 1 to 5 MWe. Reactor and fuel ship separately from Lynchburg. Fueling and demonstration at Idaho National Laboratory. |
| Jun 2024: Wyoming Phase 2 | Wyoming Energy Authority microreactor evaluation. Total cost-share about $20 million. Phase 2 (conceptual lead unit, regulatory plan, fleet model, Wyoming supply-chain demo) expected complete by Q3 2025. |
| Q3 2025: microreactor volumes | Government Operations revenue: higher naval nuclear component production and special materials, lower microreactor volumes. |
| Q2 2026: advanced nuclear volumes | Government Operations revenue up on naval propulsion and special materials, partially offset by lower advanced nuclear volumes. |
| Jun 2026: Antares Mark-0 | Reached criticality using TRISO fuel and HALEU supplied by BWXT. First advanced reactor under the reforming nuclear reactor testing executive order. |
| Q2 2026: mPower land-based license | Exclusive land-based licensing agreement with Applied Atomics. Partner leads and funds design and licensing. BWXT provides support and retains exclusive manufacturing rights, royalties, and IP. |
| Q2 2026: Core Power floating study | Feasibility study with Core Power on mPower for floating nuclear platforms. Study is to inform engineering scope, regulatory engagement, and commercial structure. No unit count printed. |
| Period | |
|---|---|
| Feb 2025: reactor components | About $2.1 billion. Columbia and Virginia-class submarines and Ford-class carriers. About seven-year period that began in 2023. Lynchburg, Barberton, Euclid, Mount Vernon. |
| Jul 2025: reactor components including options | About $2.6 billion including future-year options. Primarily Virginia and Columbia-class, some Ford-class. Deliveries over the next six to eight years. Builds on the February $2.1 billion. |
| Q2 2025: booked portion of Jul 2025 award | Signed pricing agreement. Booked more than $1.0 billion of the $2.6 billion total contract value. |
| Q3 2025: Naval Fuel | $174 million one-year Naval Fuel contract (earnings slides). |
| YE 2025: unexercised options excluded from backlog | About $2,800 million. Company expected $1,400 million in 2026, $900 million in 2030, and $500 million in 2035, subject to appropriations. |
| May 2026: long-lead materials | $1.285 billion. Fiscal 2026 base. First of five annual task orders available through 2030. |
| May 2026: Ford-class components | $165 million long-lead reactor-system components and manufacturing. Barberton, Ohio and Mount Vernon, Indiana. |
| May 2026: lifetime cores and CVN 81 | More than 420 naval reactor cores delivered. Four Ford-class steam generators shipped to Hampton Roads for USS Doris Miller (CVN 81). |
| Q2 2026: Navy 30-year shipbuilding plan | Call: sustained 2 Virginia-class plus 1 Columbia-class per year. Ford-class accelerated to a four-year procurement cadence (from five). Nuclear-powered battleship introduced, still needing design work and authorization. |
| Period | |
|---|---|
| Jul 2025: Lynchburg TRISO line | UCO TRISO for Project Pele. UN TRISO for DOE ARDP after CVI furnace install. Company said it plans to ramp to support BANR and other TRISO users. No kg/year printed. |
| Jul 2025: Wyoming evaluation | Partnership with Wyoming to evaluate an industrial TRISO manufacturing footprint. No capacity number printed in the release. |
| Jun 2026: Antares Mark-0 | First advanced reactor to reach criticality under the administration's reforming nuclear reactor testing executive order. Used TRISO fuel and HALEU supplied by BWXT. |
| Q2 2026: Lynchburg capacity | A few hundred kilograms a year. Geveden: that is the current plant limit. |
| Q2 2026: Pele core load | Took basically the full capacity of the Lynchburg plant, running for about a year and a half. |
| Q2 2026: incremental demand | Including Antares. Well within existing Lynchburg capacity. No additional kg printed. |
| Q2 2026: Wyoming commercial plant | Evaluating with Kairos. $100 million Wyoming Energy Authority grant. CapEx a few hundred million dollars, up to $500 million, shared with a partner. Not yet a full capital commitment. No kg/year target printed. |